Marketing Personnel & Equity -Mutual Fund

JobItUs

Kolkata District

Vor Ort

INR 270.000 - 330.000

Vollzeit

Vor 3 Tagen
Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Salary negotiable
Sales incentive
Career growth
Professional environment
Training & development

Zusammenfassung

JobItUs, a Kolkata-based mutual fund company, seeks a proactive Marketing Personnel to promote mutual fund products and grow the client base. You will craft and execute strategies, emphasize fund features, and build robust relationships with distributors and channel partners.

The role targets identifying business opportunities, guiding clients through onboarding, and coordinating with internal teams for seamless service.

Qualifikationen

  • Graduate in Commerce, Finance, Marketing, Business Administration or related field.
  • MBA/PGDM in Finance or Marketing is an added advantage.

Aufgaben

  • Develop and execute marketing strategies to promote mutual fund products.
  • Identify potential clients and maintain relationships with distributors, IFAs, and channel partners.
  • Explain investment products and market information clearly to prospective clients.
  • Coordinate with clients on account opening and onboarding requirements.
  • Monitor market trends and competitor activities.
  • Support equity-related business development and client servicing.
  • Coordinate with internal teams for smooth execution of client requirements.

Kenntnisse

Communication skills
Client relationships
Lead generation
Team collaboration
Target driven
Self-motivated

Ausbildung

Bachelor’s degree in Commerce/Finance/Marketing
MBA/PGDM in Finance or Marketing

Tools

MS Excel
Email

Jobbeschreibung

Job Title:Marketing Personnel & Equity -Mutual Fund
Location:Kolkata, West Bengal
Job Type:Full-Time
Industry:Financial Services / Stock Market / Equity / Mutual Funds

Company Overview

We are a growing mutual fund company committed to delivering trusted investment solutions. We are looking for dynamic and results-driven marketing professionals to join our team and play a key role in expanding our market presence and customer base.

Key Responsibilities
  • Develop and execute marketing strategies to promote mutual fund products
  • Identify potential clients and maintain relationships with distributors, IFAs, and channel partners.
  • Explain investment products and market-related information to prospective clients in a clear and professional manner.
  • Identify business opportunities through direct marketing, referrals, networking and other channels.
  • Coordinate with clients regarding account opening, documentation and onboarding requirements.
  • Maintain regular communication with clients and provide appropriate product/service information.
  • Support equity-related business development and client servicing activities.
  • Monitor market trends, equity-market developments and competitor activities.
  • Coordinate with internal teams for smooth execution of client requirements.
Qualification
  • Graduate in Commerce, Finance, Marketing, Business Administration or a related field.
  • MBA/PGDM in Finance or Marketing will be an added advantage.
Experience
  • 1–3 years of experience in equity, stock broking, mutual funds, financial services, banking or financial-product marketing preferred.
  • Freshers with strong communication skills and knowledge of the stock market may also be considered.
Required Skills
  • Good knowledge of Equity/Mutual Fund and basic financial products.
  • Strong communication and interpersonal skills.
  • Good client relationship and business-development skills.
  • Ability to generate leads and convert prospects into clients.
  • Target-oriented and self-motivated approach.
  • Basic knowledge of MS Excel, email and other office applications.
  • Ability to work independently as well as with a team.
What We Offer
  • Salary: ₹3,00,000 per annum (Negotiable)
  • Attractive Sales Based incentive structure based on performance
  • Career growth opportunities.
  • Professional working environment.
  • Training and development support.
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